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Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

Verification that I'm not a robot XD: instagram: "@jerry.leong_" Total Fee [max $350] I'm the best deal you'll get in Upwork! Ask all my clients, they would agree. Don't know who to pick out of the 50 applications you get? Do you prefer financial modelers in the US because you feel like they're the best? Well I'm here to tell you that they likely are! But I'm equally as good! And cheaper! And Faster! Perfect if you're on a budget or on a tight deadline or both. As part of great customer service, changes, additional requests, polishing, and revisions will be free of charge. That's right! You will find that working with me will be painless! I communicate effectively and will get whatever you throw at me! Despite my affordable hourly rate, my product is luxurious. I create models that are easy to follow, work lightning fast, and my models are flawless. And when I mean lightning fast, I deliver my product immediately, within less than 1 day. Like Pizza hut, If it's late, it's free! Are you the client who: - Is in the business of Manufacturing, Services, E-commerce, Social Media, AI, SaaS, Fintech, Healthtech, Edtech, startup, SME, publicly traded or even a conglomerate? - Don't Understand how to make a financial model but need one for your startup business for better management or cash flow or attracting investors? I can help you! - Know how to make a financial model but don't have the time or do not want to do it yourself? I can help you! - Already has a financial model but need to update or review it? I can help you! - Real Estate Investor who wants a real estate model built? I understand it and can do it! I have access to rent rates and cap rates and all that stuff! - Do you want a pretty looking dashboard like the ones you see in google images to go along with your financial model? I can do it! I love designing - Do you want a cash flow model built that's not financial statements but for your business liquidity? I can do it! - Are you an investment banker or private equity firm that needs an analyst for a deal? I am the man for the job! Not a Woman! It's just a distraction! Are you the type of person who: - Wants to hire cheap freelancers but has high standards in work? Well my rate can be cheaper depending on our negotiations, as long as you will be a great client to me! I also take pride in my work so I always do my best! - Has Unlimited budget and don't want to take risks and waste their time? You will save a lot of money with me and can use that to buy yourself some nice things at Macy's or Amazon! - Something in the middle and looking for best value? Well that's my hourly rate! Best deal ever! If you need 3-statement models, Discounted Cash Flow (DCF), Scenarios, Sensitivity, Deal Assumptions, it's easy for me. I can even do Mergers and Acquisitions (M&A), Leveraged Buyouts (LBO), and Financial Analysis (Ratio Analysis and Industry Benchmarking) and even FP&A budgeting. I can do detailed revenue models, cost models too. Now, if you need something more challenging valuations and strategic analysis , I know what you're thinking. What does this guy know about that? I don't trust this guy to be able to do that for my business! I love marketing and can also do great market research now with the help of chatGPT. The challenge with startups forecasting is that their sales figures is so unpredictable with negative cash flows in the first few years, but I know how to utilize the AI creatively to come up with market research techniques that big corporates use to make investors convinced that your business will make it, not just price X volume or providing GDP % forecasts or assuming that sales will double every year. What sets me apart from other excel gurus is that I have the CFA charter, the globally recognized USA based gold standard education in Finance and Investment Industry. But so does everybody here in Upwork, right? Well I worked for a wall-street American M&A investment banker that moved in the Philippines for a year or so so I also have the kind of real-world experience that other freelancers here don't have. Just asking for your Shopping money in return. Instead of spending it at Macy's or Amazon, it would make you feel better if you give it to me! We both know that where I'm from that's a lot already, so I thank you in advance for hiring me. I'm available to work for you as soon as you hire me. 34 clients already got their money's worth, and counting. Will you be the next? :) Note: Recently I do lots of Valuation Reports so if you need one I can provide.

I’ve underwritten 5,000+ properties and supported $1B+ in managed funds as an analyst for a U.S. private equity firm. If you need financial models, deal underwriting, or reporting you can actually make decisions from — that’s what I do every day. I work with founders, investors, and finance teams who are drowning in spreadsheets and need someone who can turn messy numbers into clear, defensible analysis. My background spans real estate PE, corporate finance, and FP&A: capital fundraising, financial modeling and forecasting, due diligence, investment memos, and pitch decks. What I can do for you: • Financial modeling & forecasting (pro formas, scenarios, valuations) • Deal & acquisition underwriting • FP&A — budgeting, variance analysis, reporting • Bookkeeping & bank reconciliation (QBO) • Excel/Sheets cleanup, automation & dashboards Industries: multifamily & self-storage real estate, oil & gas, renewable energy, utilities, technology, education Tools: Excel, Google Sheets, QuickBooks Online, Yardi, Prorize, Stortrack, SiteLink/StorEdge I’m available for ongoing part-time or project-based work and can overlap your business hours. Send me your model, your books, or your problem.

- Strong working knowledge and expertise in financial modelling (3-statement model, sensitivity & scenario analysis, LBO & M&A models, IRR, DCF and relative valuation, quarterly/cumulative YTD forecasts and FS) given my 10 years of experience in equity research (7 in sell-side, 3 in buy-side), along with exposure to investment banking and private equity deals (LBO, IPO). - Expert in company and industry analysis, given my exposure in covering sectors such as banks, property, consumer retail, Telecom, tech, energy, and industrials. - Proven skill and outputs in investment report writing (coverage initiation, on-going quarterly updates, trade ideas) and PowerPoint construction. - Accounting degree with a CPA license and also passed the Level 2 CFA examinations.

I am a Filipina Creative Graphic Designer for 10 years of corporate and Marketing designs for prints, video and PowerPoint presentation. Has been proved my efficiency in designs at my past advertising and Desktop Publishing company. I am well versed in the Adobe CC especially Illustrator, Photoshop and InDesign also knows Premier and After Effects. Graphic design is my life's passion and my job. I believe I can do something different in creating visuals with high added value for your communication. You can count on my complete commitment to your project till you are ultimately satisfied. For more information, please visit my profiles and I hope to exchange with you soon to talk about your projects! Best regards, Cherrie

When a financial institution needs a deck ready before a board meeting, a compliance report filed before a regulatory deadline, or a business plan that actually holds up to scrutiny — they call someone like me. I'm a licensed investment professional and business development strategist with 16 years of hands-on market experience, a BS in Mathematics, and a background spanning bank compliance, investor-facing documentation, and financial advisory. I've built pitch decks presented to bank owners and board members, written regulatory submissions for BSP-level compliance, and managed investment portfolios as a Certified Investment Solicitor. What I do for clients: — Pitch decks and investor presentations (board-ready, not template-built) — Business plans with financial projections and market analysis — Financial research briefs and investment summaries — Compliance documentation, policy manuals, and regulatory write-ups — Fractional BD and operations support for financial services firms I work best with founders, fund managers, and financial services teams who need someone who can think analytically, write clearly, and deliver without being managed. If your work requires both rigor and clarity — that's the intersection I live in.